Institutional Ownership Ishares Tr Esg Aware Usd Corpo (SUSC)
This table provides information about the institutional ownership of Ishares Tr Esg Aware Usd Corpo (SUSC). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $907 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
9,169
shares
|
$208,411
0.14% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,157
shares
|
$208,138
0.0% of portfolio
|
Q3 2024
Added 316.23%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,909
shares
|
$202,501
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,738
shares
|
$198,614
0.09% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,554
shares
|
$194,432
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,477
shares
|
$192,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,454
shares
|
$192,159
0.0% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,119
shares
|
$184,544
0.01% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,307
shares
|
$166,088
0.0% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
6,824
shares
|
$155,109
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,512
shares
|
$148,017
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,704
shares
|
$129,651
0.0% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,440
shares
|
$123,651
0.0% of portfolio
|
Q3 2024
Added 59.58%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
4,497
shares
|
$102,216
0.04% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,491
shares
|
$79,350
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,242
shares
|
$73,690
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
3,000
shares
|
$68,190
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,752
shares
|
$62,552
0.16% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,358
shares
|
$53,597
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,008
shares
|
$45,641
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,988
shares
|
$45,187
0.0% of portfolio
|
Q1 2020
Reduced 84.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,804
shares
|
$41,004
0.0% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,395
shares
|
$31,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,355
shares
|
$30,799
0.0% of portfolio
|
Q3 2024
Added 37.98%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,142
shares
|
$25,957
0.0% of portfolio
|
Q3 2024
Added 123.05%
|